Other · DOL Form 5500 · 2023
Calverthealth Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 1,685
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $62,615
- Avg per participant Low balance/head
Official DOL plan name: Calverthealth 403 (B) Plan · Sponsored by Calverthealth Medical Center, Inc. · Maryland · Healthcare & Social Assistance
$106M in assets, 1,685 participants
Calverthealth Medical Center, Inc.'s Calverthealth 403 (B) Plan reported $106M in total assets and 1,685 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,388 in Healthcare & Social Assistance (17,684 peers)
Where Calverthealth 403 (B) Plan sits by assets
Calverthealth 403 (B) Plan sits in the top 10% of all filed plans by assets, $106M for 1,685 participants (~$62,615/participant), up 13.0% in 2023.
- #16,388
- in Healthcare & Social Assistance (17,684 peers)
- +13.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Calverthealth 403 (B) Plan's outsized position by total assets
Calverthealth 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,506,166 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Calverthealth 403 (B) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calverthealth 403 (B) Plan lands in the large band (1,685 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calverthealth 403 (B) Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Calverthealth 403 (B) Plan reported participants rose from 1,453 in the plan year 2022 filing to 1,685 in the plan year 2023 filing.
- Calverthealth 403 (B) Plan end-of-year assets rose from $93M in the plan year 2022 filing to $106M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 520619000 · Calverthealth Medical Center, Inc. PY 2023 · Other
Calverthealth 403 (B) Plan · $106M · 1,685 · 92nd
- EOY $106M
- EOY 1,685
- EOY 92nd
- EOY Other
- EOY near Knox College Retirement Plan
- EOY ind #16388
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Calverthealth 403 (B) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $12M |
| Employer EIN | 520619000 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calverthealth Medical Center, Inc.)
Sponsor-wide plan assets over time
All Calverthealth Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 22.950084363569008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,453 | $93M |
| 2023 | 1 | 1,685 | $106M |
| 2024 | 1 | 1,426 | $115M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Calverthealth 403 (B) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Knox College Retirement Plan in IL ($106M); by covered participants it is The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions in NY (1,689 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,685 participants); asset peers above are excluded.
- The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions (NY) 1,689 · 4 off
- Osu Physicians, Inc. 403b Plan (OH) 1,680 · 5 off
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) 1,696 · 11 off
- Griffin Hospital 403(b) Retirement Savings Plan (CT) 1,703 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.